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TriaGen Wealth Management’s CBRE Group CBRE Stock Holding History

TriaGen Wealth Management’s Portfolio CBRE Stock Details CBRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-15,730
Closed -$2.53M – 176
2025
Q4 		$2.53M Sell
15,730
-55
-0.3% -$8.65K 0.65% 34
2025
Q3 		$2.49M Sell
15,785
-16,025
-50% -$2.48M 0.65% 40
2025
Q2 		$4.46M Buy
+31,810
New +$4.02M 1.35% 15

Other funds holding CBRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TriaGen Wealth Management's CBRE Position: Q1 2026 in Review

TriaGen Wealth Management sold out of CBRE Group (CBRE) in Q1 2026, closing a stake of 15,730 shares — an estimated $2.53M sold.

TriaGen Wealth Management first reported a position in CBRE in Q2 2025 and held it in 3 quarters. The position peaked at $4.46M in Q2 2025. 1,082 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • TriaGen Wealth Management reported no remaining CBRE Group position as of Q1 2026 after selling out during the quarter.
  • TriaGen Wealth Management sold 15,730 CBRE Group shares in Q1 2026, an estimated $2.53M.
  • TriaGen Wealth Management first reported a position in CBRE Group in Q2 2025 and held it in 3 quarters.
  • TriaGen Wealth Management's CBRE Group position peaked at $4.46M in Q2 2025.
  • 1,082 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on TriaGen Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.